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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC5 years Filed as: ASC HEALTHCARE MASTER PENSION TRUST Service code 28 · EIN 36-6891022 | Investment Management | $1,105,268 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 4.44% | 7.03%-2.6pp | 9.82%-5.4pp | 7.65%-3.2pp |
| Employer contribution / active EE | $0 | $15,106-100.0% | $30,322-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |